Citi Commercial Bank - Relationship Manager, Tech Venture Banking
$157.04k - $235.56kCiti Group
The Relationship Manager will be responsible for originating, managing, and expanding relationships with venture capital–backed, growth-stage technology companies, primarily within the hardware, semiconductor, physical AI, and data infrastructure subsectors. The ideal candidate will have a proven track record developing relationships and executing transactions across these markets. Employment type: Full-time. Location: San Francisco, California, United States. Responsibilities Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs Works closely with Case Manager on the onboarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met Identifies cross-sell opportunities to deepen and increase share of wallet Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) Networks with clients to identify avenues for new business opportunities Administrates the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency Qualifications 6-10 years of experience FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain) Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions Demonstrates advanced level of Early Warning Detection skills Demonstrates advanced credit skills; able to structure all type of credit deals Ability to work effectively in team setting Ability to coordinate multi-functional teams to provide an exceptional client experience Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) Ability to work under pressure while making sound decisions Highly focused, able to rapidly identify key priorities, clearly communicate the priorities A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients Able to quickly adapt priorities based on the latest data insights Benefits Salary range: $157,040.00 - $235,560.00 (may also include incentive and retention awards) Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs Paid time off packages: vacation, sick leave, paid holidays Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr Citi
$192k - $288k
...primary focus on venture‑backed companies starting... .... Represent the bank at industry... ...develop new client relationships. Calls on clients... ...closely with the Case Manager on the onboarding... ...levels (Group, Bank, commercial market and EIB).... ...requirements and Citi's policies, guidelines...Venture capital$200k - $300k
...Work: Enterprise Citi Wealth at Work division... .... We work with Venture-backed companies... ...comprehensive wealth management solutions,... ...exceptional client relationship management skills,... ...Client Acquisition (Tech & Healthcare Liquidity... ...and sophisticated banking and lending...Venture capitalFull time$200k - $300k
Overview The Mid-Corp Relationship Manager is a strategic professional who follows... ...to contribute to the commercial objectives of the business.... ...centrally at all levels (Group, Bank, commercial market and EIB).... ...regulatory requirements and Citi's policies and guidelines at...SuggestedFull time$200k - $300k
The Mid-Corp Relationship Manager is a strategic professional who closely follows... ...order to contribute to the commercial objectives of the business.... ...at all levels (Group, Bank, commercial market and EIB)... ...regulatory requirements and Citi’s policies / guidelines at all...SuggestedFull time$157.04k - $235.56k
Citi is seeking a Relationship Manager based in San Francisco, California. This role is pivotal in originating and managing relationships with growth-stage technology companies. The ideal candidate will be responsible for providing innovative solutions while ensuring compliance...Venture capital$176.72k - $265.08k
Citi is looking for a Senior Cash Management Sales Officer to lead treasury and working capital... ...within our Digital Tech & Comms industry vertical... ...at the heart of Citi's Commercial Bank and its global client... ...building trusted advisor relationships with clients and...Full timeWork at officeLocal areaRemote workFlexible hours$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: San... ...expert within one area. Strong commercial awareness is a necessity.... ...financial matters.* Build relationships with client families that... ...Private Bank.* Effectively manage client expectations regarding...Full time- Bank of America seeks an experienced client advisor in San Francisco. The role involves managing complex client portfolios in the Technology sector... ...years of experience in Commercial Lending or Investment... ...You will enhance client relationships through strategic sales...
- ...expert within one area with strong commercial awareness. Provides advanced... ...regarding financial matters. Build relationships with client families that cross generations... ...long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what...
- ...integrated solutions to manage everything from... ...most innovative people in tech across 26 offices around... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures... ...the future of global banking. If that sounds like you... ...Francisco or New York City. Responsibilities: Steer...Venture capitalContract workFor contractorsWorldwide
- ...integrated solutions to manage everything from... ...most innovative people in tech across 26 offices around... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures... ...the future of global banking. If that sounds like you... ...Francisco or New York City. Responsibilities:...Venture capitalWorldwide
$157.04k - $235.56k
Citigroup Inc. is seeking a Relationship Manager in San Francisco to originate and manage client relationships within the technology sector.... ...The candidate should have 6-10 years of experience and strong banking knowledge. Responsibilities include deepening client...Venture capital- ...fully integrated solutions to manage everything from business accounts... ...and most innovative people in tech across 26 offices around the... ...Global, Greenoaks, Salesforce Ventures, Lone Pine, and Square Peg,... ...we build the future of global banking. If that sounds like you, let’...Venture capitalLocal areaWorldwide
$100k
...integrated solutions to manage everything from... ...most innovative people in tech across 26 offices around... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures... ...the future of global banking. If that sounds like you... ...Francisco or New York City. Responsibilities:...Venture capitalWorldwide$100k
...integrated solutions to manage everything from... ...people in tech across 26... ...Mastercard, Robinhood Ventures, Sequoia,... ...future of global banking. If that sounds... ...or New York City. Responsibilities... ...'s Global Commercial org Have autonomy... ...and start relationships with executive...Venture capitalWork experience placementImmediate startWorldwide$139.1k - $171.82k
...President, Portfolio Manager - Innovation/Tech ABL role at Western Alliance Bank Job Title : Vice... ...with the Vice President, Commercial Banker to manage loans... ...in working with venture-backed technology companies... ...along with the Relationship Manager, a financing request...Venture capital- ...integrated solutions to manage everything from... ...people in tech across 26 offices... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce... ...future of global banking. If that sounds like... ...or New York City. Responsibilities... ...partnership agreements and commercial contracts in...Venture capitalWorldwide
- ...integrated solutions to manage everything from... ...most innovative people in tech across 26 offices around... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures... ...the future of global banking. If that sounds like you... ...workstreams Strong commercial acumen and deep understanding...Venture capitalWorldwide
- ...seeking a mid-level Finance Associate to join its market-leading Banking & Private Credit practice, with a focus on growth debt. This is... ...ll Do: Advise lenders and borrowers on growth debt and venture-backed financings Draft and negotiate credit agreements and...Venture capitalPrivate practice
- ...integrated solutions to manage everything from... ...innovative people in tech across 26 offices around... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures... ...the future of global banking. If that sounds like... ...building strong investor relationships as we expand our...Venture capitalWork at officeWorldwide
- ...fully integrated solutions to manage everything from business accounts... ...and most innovative people in tech across 26 offices around the... ..., Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures,... ...we build the future of global banking. If that sounds like you, let'...Venture capitalWorldwide
$200k - $300k
...in the Technology and Healthcare sectors. The ideal candidate will have over 10 years of experience in private banking, with proven success in wealth management and a deep understanding of liquidity events. The position offers a competitive salary range of $200,000 to $3...$26 - $29 per hour
...the next generation Senior Relationship Banker at East West Bank means you are part of a... ...quality, high‑touch, and high‑tech relationship banking... ...will play a key role in managing, retaining, and acquiring... ...deposits/wires, and other commercial and consumer products...$120k - $220k
River City Bank in San Francisco is seeking a Relationship Manager to maintain and grow a commercial loan portfolio, ensuring superior service to clients. The role involves substantial client interaction, negotiation of loans, and active community participation. Ideal...- ...integrated solutions to manage everything from... ...people in tech across 26 offices... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce... ...future of global banking. If that sounds like... ..., and strengthen relationships with existing ones... ...between our customers, commercial and product teams....Venture capitalWorldwide
- ...integrated solutions to manage everything from... ...people in tech across 26 offices... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce... ...future of global banking. If that sounds like... ...closely with Commercial, Solution Engineering... ...lifecycle of their relationship with Airwallex, ensuring...Venture capitalWorldwide
- ...integrated solutions to manage everything from... ...innovative people in tech across 26 offices around... ...Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures... ...the future of global banking. If that sounds like... ...projects. Build strong relationships with leaders inside...Venture capitalWorldwide
- ...integrated solutions to manage everything from... ...people in tech across 26 offices... ...Greenoaks, Salesforce Ventures, Lone Pine, and Square... ...future of global banking. If that sounds... ...managing strategic relationships with key financial... ...Compliance, Finance, and Commercial teams. ~...Venture capitalLocal areaWorldwide
- ...President, Climate and Deep Tech Relationship Banking Location: San... ...Develop relationships with Venture Capitalists, Advisors and... ...ecosystem Strong Relationship Management skills with companies... ...Strong finance, analysis and commercial lending experience, including...Venture capitalFlexible hours
- ...fully integrated solutions to manage everything from business accounts... ...and most innovative people in tech across 26 offices around the... ..., Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures,... ...we build the future of global banking. If that sounds like you, let'...Venture capitalWorldwide
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